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ADVANCED INVESTMENT MANAGEMENT LLC

CRD 289070

Visit website

1415 PANTHER LN, SUITE 328, NAPLES, FL, 34109, United States

Phone

239-455-1115

Fax

Registration

— (—)

Source

State registered

Total AUM

$69.5M

Discretionary AUM

$69.5M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-12

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals41$47.3M
High net worth individuals24$22.2M

All web addresses on file

Official SEC filing: View on IAPD